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VKSEX vs VMCIX
VKSEX vs VMCIX Comparison
Open Charts VKSEX vs VMCIX
Virtus KAR Small-Mid Cap Value C
Price$10.42
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets5.73M
Vanguard Mid Cap Index Institutional
Price$78.78
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets192.45B
VKSEX vs VMCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 192B vs. VKSEX (5.73M). VMCIX pays higher dividends than VKSEX: VMCIX (1.53) vs VKSEX (0.00). VKSEX was incepted earlier than VMCIX: VKSEX (4 years) vs VMCIX (27 years). VKSEX (3.05) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 16.00 vs. VKSEX (8.00). VKSEX has a lower initial minimum investment than VMCIX: VKSEX (2500) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 15.85 vs. VKSEX (3.07).
| VKSEX | VMCIX | VKSEX / VMCIX | |
| Total Expense Ratio | 1.92 | 0.04 | 4,800% |
| Annual Report Gross Expense Ratio | 3.05 | 0.04 | 7,625% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 0.971 | 9.347 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | 3.07 | 15.85 | 19% |
| Returns for 3 years | 18.05 | 34.48 | 52% |
| Returns for 5 years | N/A | 67.52 | - |
| Returns for 10 years | N/A | 128.61 | - |
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